Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FOURTHOUGHT FINANCIAL LLC | Stock | 1951 | $148,000 | 3,360 | 0.02 | 3,360 | +Inf | 09-30-2022 | |
CREATIVE FINANCIAL DESIGNS INC /ADV | Stock | 1952 | $194,552 | 3,358 | 0.00 | 0.00 | 98 | 3.01 | 03-31-2024 |
BARRETT ASSET MANAGEMENT LLC | COM | 1953 | $210,000 | 3,300 | 0.01 | 0.01 | 10 | 0.30 | 03-31-2022 |
MARKSTON INTERNATIONAL LLC | common stock | 1954 | $184,000 | 3,247 | 0.19 | 0.18 | -9 | -0.28 | 12-31-2021 |